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Invesco FTSE RAFI US 1500 Small-Mid ETF

317 hedge funds and large institutions have $1.08B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 93 increasing their positions, 89 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPWM
201
Badgley Phelps Wealth Managers
Washington
$237K
IA
202
Intellus Advisors
Florida
$237K
AA
203
Ancora Advisors
Ohio
$234K
AssetMark Inc
204
AssetMark Inc
California
$230K
IA
205
IFP Advisors
Florida
$230K
AWE
206
Avidian Wealth Enterprises
Texas
$228K
BW
207
BIP Wealth
Georgia
$225K
MW
208
MBL Wealth
North Carolina
$224K
CAL
209
Capital Analysts LLC
Pennsylvania
$224K
WPC
210
Wedmont Private Capital
Pennsylvania
$222K
NG
211
Norden Group
Utah
$218K
HPC
212
HM Payson & Co
Maine
$217K
LWM
213
Lyell Wealth Management
California
$214K
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$213K
FFA
215
Founders Financial Alliance
North Carolina
$212K
NFS
216
NewCorp Financial Services
Georgia
$212K
Thrivent Financial for Lutherans
217
Thrivent Financial for Lutherans
Minnesota
$209K
WFC
218
Western Financial Corp
California
$206K
IFA
219
Index Fund Advisors
California
$205K
CCMI
220
Creative Capital Management Investments
California
$202K
FC
221
Fusion Capital
South Carolina
$202K
PL
222
Plancorp LLC
Missouri
$200K
CFFP
223
Center for Financial Planning
Michigan
$199K
CMBA
224
C.M. Bidwell & Associates
Hawaii
$199K
ACA
225
Aptus Capital Advisors
Alabama
$188K